How CEPAs Use Technology to Prepare Business Owners for a Successful Exit

EXIT PLANNING INSTITUTE WEBINAR

How CEPAs Use Technology to Prepare Business Owners for a Successful Exit


Attendees will learn how to execute the Value Acceleration Methodology with efficiency while providing structure to their client engagements and prepare their clients for a successful exit.

Learning Objectives:

Attendees will learn:

  • How our product addresses all three legs of the stool – Business, Personal, and Financial goals, while reducing the burden on advisors who are facilitating this service.
  • How MAUS built to align with the Value Acceleration Methodology.
  • History of MAUS & EPI – Maus’ founder played an instrumental role in the development of the Value Acceleration Methodology utilized by EPI, contributing the “Common Sense Scoring” mechanism for business attractiveness and readiness indexes.

Thank You to Our Sponsor:

 

BEST INDUSTRY CONTENT

Exit planning is one of the fasting growing industries in the financial/professional services industry and EPI is committed to bringing you the best industry content, right at your fingertips! We are proud to offer hundreds of free webinars each year to keep you current on technical, business development, and special interest topics: designed to help you sharpen your skills and advance your career.

Want to showcase your expertise and teach on an EPI webinar? Contact EPI to learn more.

About the Presenter


Michael Brady, Series 6, 63, & 65

Michael Brady, Series 6, 63, & 65

Account Executive - US, Maus Software

Meet Michael Brady:

Michael has 10+ years of financial services, and 8 years as an investment advisor representative servicing families and business owners. He is a regional leader that has trained over 100 licensed representatives in financial services. And has spent the last 24 months servicing the valuation software needs of M&A advisors, CEPAs, and CVAs.

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